US Protectionism: Tariffs on EU & Mexico
This carefully selected group of stocks features American companies that could benefit from the upcoming 30% tariff on EU and Mexican imports. Our analysts have identified domestic manufacturers and suppliers that may gain competitive advantages as foreign goods become more expensive.
Top Picks from This Group
Here are a few of the assets in this group. Create an account to unlock the full list.
General Motors Co.
GM
Current price
$56.31
As a major US automaker, GM competes directly with vehicle imports from Mexico and the EU, and stands to benefit from the increased cost of foreign ca...
As a major US automaker, GM competes directly with vehicle imports from Mexico and the EU, and stands to benefit from the increased cost of foreign cars.
Ford Motor Co.
F
Current price
$11.44
Ford is a direct competitor to European and Mexican auto manufacturers and will likely see a competitive advantage as tariffs make imported vehicles m...
Ford is a direct competitor to European and Mexican auto manufacturers and will likely see a competitive advantage as tariffs make imported vehicles more expensive.
American Axle & Manufacturing Holdings I
AXL
Current price
$5.74
A US-based automotive supplier, AXL benefits as tariffs encourage domestic vehicle production, increasing demand for its driveline and metal forming p...
A US-based automotive supplier, AXL benefits as tariffs encourage domestic vehicle production, increasing demand for its driveline and metal forming products.
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About This Group of Stocks
Our Expert Thinking
These tariffs create a potential competitive edge for US-based manufacturers. As imported goods become more expensive, domestic producers may see increased demand, stronger pricing power, and improved profitability, particularly in automotive and industrial sectors.
What You Need to Know
This group represents a tactical investment opportunity based on the announced 30% tariff increase taking effect August 2025. These companies compete directly with European and Mexican imports and may benefit from shifting market dynamics.
Why These Stocks
Our analysts selected US-based manufacturers and suppliers with revenues closely tied to domestic industrial activity. These companies produce vehicles, auto parts, machinery, and components that directly compete with soon-to-be-tariffed imports.
12 Month Growth Potential
Use the growth calculator to see how much investing in these assets could return over one year.
If you invested across these assets:
in 12 months it could be worth:
+11.80%
Group Performance Snapshot
Average 12 Month Profit
On average, analysts expect assets in this group to grow 11.8% over the next year.
Stocks Rated Buy by Analysts
11 of 16 assets in this group are rated Buy by professional analysts.
Why You'll Want to Watch These Stocks
Made in America Momentum
With a 30% tariff on foreign competitors coming in 2025, these US manufacturers could see a significant boost in market share and pricing power as imports become more expensive.
Industry Disruption Opportunity
This policy shift could reshape competition in automotive and manufacturing sectors, potentially creating winners among domestic producers as supply chains adjust to new economic realities.
Domestic Manufacturing Revival
These companies are at the forefront of a possible resurgence in US industrial activity, as tariffs incentivize more domestic production and potentially boost their sales and margins.
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